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Aegis Wealth Management (Iowa)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio JNK Stock Details JNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
+2,647
New +$255K 0.16% 99

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s JNK Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 2,647 shares worth $255K. The stake represents 0.16% of the portfolio and ranks #99 among its holdings.

553 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 2,647 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $255K as of Q2 2026.
  • State Street SPDR Bloomberg High Yield Bond ETF was a new Aegis Wealth Management (Iowa) position in Q2 2026.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.16% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #99 holding.
  • 553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.